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Wells Fargo
WFC

Overview Fund Activity

1,939 hedge funds and large institutions have $211B invested in Wells Fargo in 2016 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 596 increasing their positions, 981 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+55
Holders Change %
+2.92%
% of All Funds
48.55%
Holding in Top 10
300
Holding in Top 10 Change
+102
Holding in Top 10 Change %
+51.52%
% of All Funds
7.51%
New
230
Increased
596
Reduced
981
Closed
137
Calls
$3.24B
Puts
$3.44B
Net Calls
-$198M
Net Calls Change
+$600M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.43B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.01B
4
State Street
State Street
Massachusetts
+$962M
5
Bank of America
Bank of America
North Carolina
+$810M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
2
MTB
Mizuho Trust & Banking
Japan
-$347M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$307M
4
SA
SQ Advisors
Florida
-$305M
5
Capital World Investors
Capital World Investors
California
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
1676
Hancock Whitney
Mississippi
$362K -$73K -1,327 -17%
TCM
1677
Telos Capital Management
California
$359K -$3.22M -58,424 -90%
TCM
1678
Texan Capital Management
Texas
$357K – – –
SFI
1679
SPC Financial Inc
Maryland
$356K -$1.92M -34,811 -84%
SNBOSD
1680
Security National Bank of So Dak
Iowa
$354K -$39.9K -724 -10%
BMCM
1681
Bryn Mawr Capital Management
Pennsylvania
$354K +$354K +6,421 New
NEPWA
1682
New England Private Wealth Advisors
Massachusetts
$353K +$1.1K +20 +0.3%
GC
1683
Grimes & Company
Massachusetts
$353K +$60.5K +1,100 +21%
PA
1684
Probity Advisors
Texas
$352K +$43.7K +792 +14%
FNBOH
1685
First National Bank of Hutchinson
Kansas
$350K +$9.01K +163 +3%
RFM
1686
Royal Fund Management
Florida
$350K +$350K +6,359 New
William Blair Investment Management
1687
William Blair Investment Management
Illinois
$349K -$154K -2,784 -31%
BMM
1688
Buffington Mohr McNeal
Idaho
$348K +$13.2K +239 +4%
LC
1689
Lincoln Capital
Nebraska
$347K -$11K -200 -3%
JGC
1690
J. Goldman & Co
New York
$347K +$16.5K +300 +5%
SSG
1691
Summit Securities Group
New York
$347K +$347K +6,300 New
CCM
1692
Cribstone Capital Management
Maine
$346K -$5.01K -91 -1%
Kayne Anderson Rudnick Investment Management
1693
Kayne Anderson Rudnick Investment Management
California
$346K – – –
CYG
1694
Clean Yield Group
Vermont
$343K +$20.6K +374 +6%
I2I
1695
Insight 2811 Inc
Illinois
$343K +$30.1K +546 +10%
VWA
1696
V Wealth Advisors
Kansas
$342K +$22.8K +410 +7%
CVM
1697
Cheviot Value Management
California
$341K +$341K +6,192 New
GKWIM
1698
Gerber Kawasaki Wealth & Investment Management
California
$340K -$82.4K -1,499 -20%
CA
1699
Corrado Advisors
New Jersey
$339K +$9.86K +179 +3%
KF
1700
Krilogy Financial
Missouri
$338K +$29.8K +542 +10%
66 67
68
69 70